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The Colorado Business Roundtable engages with leaders from academia, business, community and government to improve the business climate in our state by unapologetically amplifying the voice of business. Business is a force for good in our community, and we’re here to tell the story. On our podcast, A Seat at the Table, President Debbie Brown welcomes thought leaders to discuss the pressing business issues of the day. Our belief is that when business succeeds, people succeed, our communities succeed. Take your own seat at the table and listen in on these vital conversations.
Episodes
Monday Jun 22, 2020
Financial Planning and Fiduciary Responsibility with Matthew Adrian
Monday Jun 22, 2020
Monday Jun 22, 2020
Matthew Adrian of G5 Financial Group specializes in establishing and monitoring retirement plans for his clients. Plan types include 401(k) and 403(b), profit sharing and non-qualified deferred compensation. He also works with small businesses on their strategic planning and assists individuals with their individual investment management.
On this week's episode, Matthew shares his journey into finance, shares some overarching philosophy that people should consider when thinking about their financial goals, discusses his philosophy on giving back to the community, and shares a great story about legendary University of Alabama Football Coach Bear Bryant.
Hosted by Colorado Business Roundtable President Debbie Brown.
Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC
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